KREF Share Price Performance
US$0
-9.46 (-100.00%)
Price US$0
Fair ValueUS$7.17
Share Pricen/a
Narrative Update • Aug 15
KKR Real Estate Finance Trust Inc. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 9 Fair Values set on narratives written by author
KREF Community Narratives
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Fair Value
·Fair Value US$7.17 6.2% overvalued intrinsic discount
US Multifamily Demand And European Expansion Will Unlock Value
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AN
Fair Value
·Fair Value US$9.5 19.9% undervalued intrinsic discount
Urbanization And Digital Transformation Will Empower Specialized Real Estate Lending
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AN
Fair Value
·Fair Value US$8.5 10.5% undervalued intrinsic discount
Rising Credit Losses And Falling Asset Quality Will Impair Stability
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Urbanization And Digital Transformation Will Empower Specialized Real Estate Lending
KKR Real Estate Finance Trust is pushing beyond its usual U.S. property loans into Europe and newer areas like bonds tied to real estate, aiming to tap demand from fast-growing sectors such as data centers and logistics. The big question is whether that expansion and buybacks can outweigh lingering trouble in office and hotel loans, tighter lending profits, and the risk of refinancing in a shaky commercial property market.Read more
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US$9.5
19.9% undervalued intrinsic discount
Fair Value
Profit Margin
53.36%
Future PE
12.43x
Price in 2029
US$0
US Multifamily Demand And European Expansion Will Unlock Value
KKR Real Estate Finance Trust could benefit as demand for apartments and last‑mile warehouses stays strong while new building slows, helping it make more loans on better terms. But weak spots in parts of its loan book and a heavy refinancing calendar could put pressure on profits and the dividend.Read more
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US$7.17
6.2% overvalued intrinsic discount
Fair Value
Profit Margin
53.68%
Future PE
6.88x
Price in 2029
US$0
Rising Credit Losses And Falling Asset Quality Will Impair Stability
Key Takeaways Continued weakness in office properties and falling asset values threaten loan quality, increase credit risks, and depress core earnings and margins. Regulatory pressures, tougher competition, and volatile interest rates limit lending opportunities, compress yields, and restrict revenue and portfolio growth.Read more
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US$8.5
10.5% undervalued intrinsic discount
Fair Value
Profit Margin
97.58%
Future PE
6.17x
Price in 2028
US$11.36
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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KREF: Future Returns Will Lean On Higher For Longer Rate Support
Fair Value: US$9.5 19.9% undervalued intrinsic discount
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KREF: Higher For Longer Rates And Fair Value View Will Shape Returns
Fair Value: US$7.17 6.2% overvalued intrinsic discount
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KREF: Mixed Credit Normalization And Capital Deployment Will Shape Future Return Profile
Fair Value: US$8.5 10.5% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
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Snowflake Analysis
KKR Real Estate Finance Trust Inc. Key Details
Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
- -3.54
- 142.18%
- 286.63%
- 435.8%
About KREF
- Founded
- 2014
- Employees
- n/a
- CEO
- WebsiteView website
KKR Real Estate Finance Trust Inc., a mortgage real estate investment trust, focuses primarily on originating and acquiring transitional senior loans secured by commercial real estate (CRE) assets in the United States. It engages in the origination and purchase of credit investments related to CRE, including leveraged and unleveraged commercial real estate loans. The company has also elected to be taxed as a real estate investment trust and would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. KKR Real Estate Finance Trust Inc. was incorporated in 2014 and is headquartered in New York, New York.
Recent KREF News & Updates
Narrative Update • Aug 01
